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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$20.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Wells Fargo
4
Wells Fargo
California
$54.2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$70.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M
4
B
4
Bailard
California
$35.5M
5
UBS Group
5
UBS Group
Switzerland
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
76
R.M. Davis Inc
Maine
$2.58M -$77.7K -1,480 -3%
IWA
77
Inspirion Wealth Advisors
Illinois
$2.46M -$39.4K -750 -2%
BWG
78
Beta Wealth Group
California
$2.45M -$1.73M -33,041 -41%
HDIM
79
Hanson & Doremus Investment Management
Vermont
$2.45M +$78K +1,487 +3%
SMG
80
Smart Money Group
Texas
$2.39M +$233K +4,485 +11%
IA
81
IAM Advisory
Pennsylvania
$2.32M +$1.45M +27,547 +165%
EFS
82
Econ Financial Services
Pennsylvania
$2.3M +$1.71M +32,602 +289%
CWM
83
Cornerstone Wealth Management
Missouri
$2.3M -$20K -382 -0.9%
CPCP
84
Cedar Point Capital Partners
Iowa
$2.23M +$168K +3,199 +8%
CWP
85
Cyndeo Wealth Partners
Florida
$2.23M +$206K +3,920 +10%
SPIA
86
Steward Partners Investment Advisory
New York
$2.18M +$1.53M +29,103 +234%
PCG
87
Prosperity Consulting Group
Maryland
$2.14M +$1.11M +21,176 +108%
WIM
88
Westside Investment Management
California
$1.98M -$5.3K -101 -0.3%
ML
89
McAdam LLC
Pennsylvania
$1.96M +$7.56K +144 +0.4%
PTC
90
Private Trust Company
Ohio
$1.92M -$52.5K -1,000 -3%
VNA
91
Valley National Advisers
Pennsylvania
$1.91M +$145K +2,771 +8%
KIG
92
Kowal Investment Group
Wisconsin
$1.88M -$53.5K -1,020 -3%
AWM
93
Austin Wealth Management
Texas
$1.84M +$35.1K +677 +2%
KAS
94
Kestra Advisory Services
Texas
$1.79M +$688K +13,111 +63%
ACP
95
Aviance Capital Partners
Florida
$1.59M -$100K -1,915 -6%
JCM
96
Janney Capital Management
Pennsylvania
$1.58M -$7.76K -148 -0.5%
V
97
ViaWealth
Kansas
$1.58M +$624K +11,895 +65%
WA
98
Waverly Advisors
Alabama
$1.58M +$1.58M +30,017 New
VA
99
Valmark Advisers
Ohio
$1.52M – – –
LWMNY
100
Landmark Wealth Management (New York)
New York
$1.51M +$274K +5,223 +22%
2 3
4
5 6